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Michael James Oconnell

Clearbridge Investments, LLC

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About Michael James Oconnell

Michael Oconnell is a financial advisor registered with Clearbridge Investments, LLC. Michael has been in the industry since 1999 and has a wide range of experience in the financial services industry. Michael is registered in 53 states and holds the Series 7, Series 63, and Series 65 licenses. Michael specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Michael Oconnell is currently registered with Clearbridge Investments, LLC. Clearbridge Investments, LLC is an investment advisor headquartered in New York, NY. The firm manages approximately $180.8 billion in assets for a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Clearbridge Investments, LLC

620 8TH AVENUE

NEW YORK, NY 10018

$180.79B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Oconnell’s Registration & Firm History

NY

08/09/2011 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

02/04/2005 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

10/08/2001 - 09/14/2004

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NJ

01/27/2000 - 04/20/2001

BUCKMAN, BUCKMAN & REID, INC. (LITTLE SILVER NJ)

CA

12/16/1998 - 02/24/2000

PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)

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Licenses & Designations

IA

Issued 05/16/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Oconnell.
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